GoHighLevel Onboarding Secrets Nobody Tells You — Transcript

Full transcript

1. 0:00my name is Klay Lawrence owner of review
2. 0:01Harvest you can see I won an award here
3. 0:02from high level I have about 180 active
4. 0:05SAS companies and make a little bit over
5. 0:06$24,000 per month just helping local
6. 0:08business owners get Google reviews and I
7. 0:10help other people do that same thing and
8. 0:12what I want to do is I want to show you
9. 0:13something that no other Affiliates
10. 0:14posting YouTube videos can show you
11. 0:16because they're not actually doing it so
12. 0:18I'm going to show you an onboarding call
13. 0:20where I walk through a business owner
14. 0:21clicking the buttons to make sure we get
15. 0:23access to things that we need to help
16. 0:25him start getting Google reviews day one
17. 0:27after this call we have everything
18. 0:28integrated in almost everything
19. 0:30automated so that he'll be a client of
20. 0:31ours for years to come paying us $100 or
21. 0:33$200 per month with a very small chance
22. 0:35of churning cuz everything's connected
23. 0:36and everything's automated so this isn't
24. 0:38a flashy video about how you can make
25. 0:3910K overnight showing you how easy it is
26. 0:42no this is the nitty-gritty that only
27. 0:43someone who's actually doing this can
28. 0:45show you I hope you enjoy if you got a
29. 0:48welcome email or not but you got a
30. 0:49welcome email that just gave you your
31. 0:50login your password but if you want oh
32. 0:54perfect yeah so just app. reviews.com
33. 0:56should be logged in still let's see
34. 0:58there we go perfect yeah sweet yeah so
35. 1:01if you want to click on that get started
36. 1:02button down there in the bottom corner
37. 1:04again and then click on access to Google
38. 1:06business profile click on connect Google
39. 1:08click on connect all right and then I
40. 1:11don't know if I can see the popup window
41. 1:12I think just sharing the tab but it
42. 1:14should pop up with the prompting you to
43. 1:16log in with your Gmail account that
44. 1:17manages your Google business profile did
45. 1:19it do that it should have done let me
46. 1:21see and then yeah and then is this is
47. 1:24this what browser is this is this chrome
48. 1:26or Chrome yeah yeah sometimes Chrome
49. 1:30will like block the popup so you might
50. 1:31need to click on it again and then it's
51. 1:32going to take you to a page where you
52. 1:33can I did select the page let's see it's
53. 1:37spinning here there we go all right yeah
54. 1:40so you can click on the check box next
55. 1:41to it don't turn on call tracking just
56. 1:43click on the check box next to it and
57. 1:45then just click on connect and then that
58. 1:47should have got it connected it kind of
59. 1:50double clutches there for some reason it
60. 1:51probably doesn't say that it's connected
61. 1:53yet but it should be if you click on the
62. 1:55reviews your reviews are pulling through
63. 1:57so we're good to go there yeah perfect
64. 2:00all right sweet so now we're going to
65. 2:01we're going to upload the let's
66. 2:03see we're going to upload your client
67. 2:06list so click on upload Client List on
68. 2:08that checklist and click on contacts and
69. 2:10let's go ahead and pull up your house
70. 2:12call Pro and let's go ahead and download
71. 2:13that list of viewer contacts there yeah
72. 2:16I don't need to pull it up I've got it
73. 2:18already downloaded oh sweet
74. 2:20sweet find it here yeah and so you're
75. 2:23gonna click on contacts and actually
76. 2:25they just changed their UI so our little
77. 2:28our little widget there helping you with
78. 2:30onboarding is going to block the save
79. 2:32button so click on dismiss right here
80. 2:34and you can dismiss the checklist so we
81. 2:36need to move that yeah contacts then
82. 2:37click on next and then you drag that
83. 2:39file in right there and these will be
84. 2:42all your these will be all your clients
85. 2:44your completed jobs and stuff right yeah
86. 2:46this is every customer in the system so
87. 2:48it's not just complete okay do we need
88. 2:50it to be just so do well I mean it's
89. 2:53really your preference here I mean you
90. 2:55want to figure out like we don't want to
91. 2:56send these review requests to leads
92. 2:58really we'd like to send them
93. 2:59specifically just to people that you've
94. 3:01worked with and interacted with you know
95. 3:03there are technically Google's terms and
96. 3:05service say you can request a review
97. 3:07from anybody that's interacted with you
98. 3:09right but you you probably want to
99. 3:10change this to just your customers for
100. 3:13now export that then hang on yeah so do
101. 3:16you recommend that people sort of you
102. 3:19know at least take a look like scrub
103. 3:21through their list to make sure there's
104. 3:22nobody in there that they don't want to
105. 3:23send a review request to yeah I think if
106. 3:25you said there's like 150 or 160 people
107. 3:27in here yeah you there might be aob two
108. 3:30off the top of your head that you're
109. 3:31like yeah I probably don't want to
110. 3:32request a review from them so we just go
111. 3:34and delete them from the system and then
112. 3:36and should I be deleting them out of
113. 3:37this list before I upload it like is it
114. 3:39going to automatically send to everybody
115. 3:41in this list no it's not going to
116. 3:42automatically send them out yet I'll
117. 3:44show you how to you can upload them all
118. 3:45into here and then I'll show you how to
119. 3:46delete them all right let me reexport
120. 3:48this because I need contact info so
121. 3:52let's do number email give you what I
122. 3:55need all right let's export this again
123. 3:58it's c yeah why is your it's so weird
124. 4:00your mouse is moving on your screen but
125. 4:02I assume you're on another screen right
126. 4:03now yeah I am I think it's just the
127. 4:05single tab that's being
128. 4:07shared all right so let's go back here
129. 4:11let's up yeah perfect this one create
130. 4:14all right here we go so this will be
131. 4:16name yeah so we just want to map the
132. 4:18fields email email Perfect all you need
133. 4:22you can yeah that's that's literally it
134. 4:24and then you click on don't import data
135. 4:25and unmatch columns that little check
136. 4:27boox there perfect next and then click
137. 4:30on create a smart list of content
138. 4:32contacts from this so that checkbox
139. 4:34right over here you can title it
140. 4:35whenever you want to title it
141. 4:41um okay and then just confirm that those
142. 4:43are your contacts people you got consent
143. 4:45to reach out to and start the bulk
144. 4:47import all right perfect so that's going
145. 4:49to load here so we'll give that a second
146. 4:51to load when it comes to the image for
147. 4:53the the image you want to use for the
148. 4:55personalized image do you have one maybe
149. 4:57on like Facebook or do you have any
150. 4:59photos already that you think would be
151. 5:01good I can find I like the ones you
152. 5:03showed as an example no I don't have
153. 5:04anything like that but I I mean I can we
154. 5:07can make one it's pretty easy yeah yeah
155. 5:09for sure what we like to do I'll grab
156. 5:11just something from your website or
157. 5:12something for right now and then just to
158. 5:15get started but then whenever you get a
159. 5:16photo of you know somebody in your team
160. 5:18or yourself anything like that we can go
161. 5:21ahead and change that let me see oh this
162. 5:23actually is a great photo this photo
163. 5:25with the logo painting I think that'll
164. 5:28work for now I don't know if that's like
165. 5:29just a franchise wise photo but it looks
166. 5:32like it shows exactly what you're doing
167. 5:33painting and it's got the logo so that's
168. 5:35good all right perfect we got that so
169. 5:37now let's go ahead and click on social
170. 5:38planner over here on the side panel and
171. 5:40just go ahead and click on connect
172. 5:42Facebook so we go ahead and connect to
173. 5:43Facebook Instagram and the Google
174. 5:44business profile for this social media
175. 5:47posting so nice working with people that
176. 5:49know how to use a computer you can
177. 5:51imagine I get all these calls like oh
178. 5:53yeah they's 65 they they like I I can't
179. 5:57get the dust off my laptop I haven't
180. 5:59opened this thing yeah years I'm like
181. 6:01damn it Buckle in it's going to be a
182. 6:03long one y yeah see same thing with
183. 6:06Instagram connect Instagram what are you
184. 6:08using for that onboarding integration
185. 6:10like it's called it's yeah it's called
186. 6:13usful and it's pretty simple it
187. 6:15integrates with high level pretty easily
188. 6:16and you can just create like a checklist
189. 6:18and then guides to walk through and then
190. 6:19click on connect the G uh Google
191. 6:21business profile as well this is going
192. 6:23to give us posting access to post these
193. 6:25as like updates instead of like kind of
194. 6:27like posts instead of just the normal
195. 6:29access Perfect all right you're good to
196. 6:31go there all right so now we've got that
197. 6:34got the photo Etc so now let's go to
198. 6:36your go to your house call Pro and we
199. 6:38need to grab your API key so if you
200. 6:40click on yeah click on the this one yep
201. 6:43app store then look up
202. 6:45zappier you want zap here yep yeah and
203. 6:48view details and then enable it and if
204. 6:51you refresh that page it's going to give
205. 6:52you an API key now that it's active
206. 6:54there you go and just paste that in the
207. 6:56chat um and I'll get connected yep sweet
208. 7:00nice when crms make it easy I know right
209. 7:03oh my gosh yeah you ever worked have you
210. 7:06ever worked with CRM called Market Shar
211. 7:08you'll run across it one day you're in
212. 7:09Home Services what type what okay yeah
213. 7:12Home Services like a lot of lot of like
214. 7:14replacement windows siding and door
215. 7:16companies use it it's just it's yeah
216. 7:19they don't they don't make it easy so
217. 7:21it's a lot of manual work yeah that's no
218. 7:22fun okay and so what we're going we're
219. 7:25going to trigger it off of new job
220. 7:27completed a new completed job does that
221. 7:29work yep okay perfect so just make sure
222. 7:31you're marking the jobs off I mean I
223. 7:33can't tell you how many people I it
224. 7:34doesn't sound it's going be issue but I
225. 7:36can't tell you how many people like
226. 7:37we're INR through CRM like you just got
227. 7:39to Mark the jobs that's done you just
228. 7:40gotta Mark completed nobody nobody's
229. 7:42getting review requests if you're not
230. 7:43marking done yeah we we definitely do
231. 7:45that perfect sweet and then go back to
232. 7:48review Harvest go ahead and so what we
233. 7:51do is we rebuild for the text and email
234. 7:53expenses since since you have like 150
235. 7:55people in here it'll be like 15 it'll be
236. 7:57like 10 to 15 bucks for this re
237. 7:59activation but then on a monthly basis
238. 8:01it's probably going to be an extra five
239. 8:02or six bucks a month or less depending
240. 8:04on the customer volume so just click on
241. 8:06settings down there at the bottom and
242. 8:08then click on company billing and then
243. 8:10click on wallet and transactions and you
244. 8:12can go ahead and just add like a 10 or
245. 8:13$15 balance then you can pay Perfect all
246. 8:16right sweet and then yeah that's it so
247. 8:20now from here we'll we'll work on
248. 8:22setting up that so the reason why it
249. 8:24says 20 in there is because I
250. 8:26accidentally Char like the we're trying
251. 8:28to do this new thing with card ification
252. 8:29or whatever to make sure people give us
253. 8:31good cards anyways for some reason it
254. 8:33charged $10 I refunded that $10 and then
255. 8:36I also put that $10 on your balance
256. 8:38already so now you got 20 bucks in there
257. 8:40so you're good to go there and yeah you
258. 8:42just click on go back and I'll show you
259. 8:44a couple more things so the dashboard
260. 8:47here you click on the dashboard window
261. 8:49you see these this is going to track how
262. 8:51many review requests we've sent out how
263. 8:53many people have are kind of in the
264. 8:54review request workflow once you have
265. 8:56numbers in here you can click on this
266. 8:58number and it'll give you a list they
267. 8:59give you a list of the specific people
268. 9:01this reviewed right here is tracking how
269. 9:02many people have left the left to review
270. 9:04or click the link to leave a review it's
271. 9:06a little bit off right now because
272. 9:07attribution is pretty hard when it comes
273. 9:09to Google reviews because Google's not
274. 9:10sending Google's not sending the email
275. 9:13that of the person that left the review
276. 9:14back so we have to kind of do our best
277. 9:16to match it and so to really see how
278. 9:18many reviews you you've got you can go
279. 9:20to reviews the review panel down here
280. 9:22and you can just click on you'll see how
281. 9:24you can toggle between the months and
282. 9:26then also if you click on reviews right
283. 9:28here up at the top
284. 9:30you'll be able to see what we responded
285. 9:32to the reviews and all the stuff coming
286. 9:34through here and then if you need any
287. 9:36like review Widgets or anything for your
288. 9:37site you can create a widget here and
289. 9:40the default one looks so ugly but you
290. 9:43can edit the widget and you can edit the
291. 9:45widget and change it to like masonry or
292. 9:47grid I like one of those better and then
293. 9:50once you save it you can just copy the
294. 9:52code right here and then you can embed
295. 9:54that on your side or whatever you want
296. 9:55to wherever you want to display these
297. 9:56reviews so so yeah that's that's that we
298. 10:00got you all set up we're going to we're
299. 10:01going to create that personalized image
300. 10:02with the photo that I got from your
301. 10:04Google business profile we'll create
302. 10:06social media posts from your photos on
303. 10:08your website and Facebook and stuff like
304. 10:10that so anytime you're getting that five
305. 10:11star review we'll post it to your social
306. 10:13media and then we'll go ahead and launch
307. 10:15your account later today since let's see
308. 10:17how many actually contacts came through
309. 10:19Let's see we got go to contacts and yeah
310. 10:22you can scroll you can like make the
311. 10:23page size 100 or whatever and you can
312. 10:25scroll through here and delete any
313. 10:27delete any people you want to delete and
314. 10:29so looks like yeah I'll definitely there
315. 10:32there was 131 uploaded but there was 131
316. 10:37uploaded but 45 failed it looks like
317. 10:39they all failed because of a duplicate
318. 10:41email looks like it's gyar yeah because
319. 10:44we've got a I just did a a job export so
320. 10:46we've got a commercial client that's
321. 10:47probably got like 35 jobs and there all
322. 10:49under the same of course yeah it
323. 10:51automatically removes the dup the
324. 10:52duplicates so they won't get all right
325. 10:54so I should go through here and any that
326. 10:56I don't want to get a review request
327. 10:59yeah just click on the check box next to
328. 11:01it and then scroll up to the top and
329. 11:03there's like delete icon you can just
330. 11:05delete whoever you want to delete okay
331. 11:07all right we'll do that yeah so we'll go
332. 11:08ahead and launch your account later
333. 11:09today since you got 86 in here I mean
334. 11:12realistically you'll probably get
335. 11:14anywhere from yeah 6 seven eight to 15
336. 11:17or 20 reviews just in this review
337. 11:19reactivation 20 would be great probably
338. 11:21between like five and 15 and then on an
339. 11:23ongoing basis though will be integrated
340. 11:25with your house call Pro so anytime
341. 11:26you're completing a job they'll be
342. 11:28getting that person image review
343. 11:29requests we'll be responding to it and
344. 11:31we'll be posting on your social media
345. 11:33and stuff okay I got I got a question so
346. 11:36if like let's say let's say that this
347. 11:38list was more like a thousand people
348. 11:41right yeah when you do the reactivation
349. 11:44you know like because I know I know you
350. 11:46have like the pricing tier is like less
351. 11:47than 50 which is this is what this
352. 11:49account would be I assume right so then
353. 11:51but like are you when you're
354. 11:53reactivating these reviews if you had a
355. 11:55thousand people are you reactivating
356. 11:57like all of them or are you just doing
357. 11:59some and then dripping them throughout
358. 12:00the like the rest how does that work um
359. 12:03yeah so since we re since we rebuild for
360. 12:05the text and email expenses that's a
361. 12:07that's what allows us to reactivate the
362. 12:08whole entire list right so you if you
363. 12:10give us a list of a thousand we're not
364. 12:12just going to send out 50 review
365. 12:13requests the first month right we're GNA
366. 12:15if you give us a thousand we'll probably
367. 12:17drip that out every two three or four
368. 12:18weeks and just kind of slowly let those
369. 12:20reviews trickle in and you know we we've
370. 12:23seen I mean it's so dependent it's
371. 12:25incredibly dependent based off of
372. 12:27industry and you know like for example
373. 12:30like Richmond you'll probably Richmond
374. 12:31you're GNA get a much better review
375. 12:32conversion rate than like a mover in
376. 12:35downtown New York like you the type of
377. 12:37people you're working with you know it's
378. 12:40there's like lots of things that kind of
379. 12:41contribute to it but we expect anywhere
380. 12:43from like 5 to 15% you know we've seen
381. 12:45as high as 30% review conversion rate
382. 12:48it's just you know it's a hard thing to
383. 12:50kind of estimate okay and so what your
384. 12:53conversion rate is like what what are
385. 12:54you getting like 8% on average or
386. 12:56something like that I don't know I can't
387. 12:57yeah so for the for the review re
388. 12:59activation I'd say it's it the average
389. 13:01is 8 to 8 n you maybe 10% but then on an
390. 13:04ongoing basis when we're requesting
391. 13:06reviews right away you're gonna get a
392. 13:07much higher review conversion rate so
393. 13:09like probably anywhere between like 16
394. 13:10and 17% okay cool for sure we good I got
395. 13:15a quick question for let's say let's say
396. 13:18in the off chance someone's having a bad
397. 13:20day and they leave an unjustified bad
398. 13:24review how would you guys handle that
399. 13:26yeah so if you want to me we don't
400. 13:28necessarily recommend it just in terms
401. 13:29of compliance with Google and stuff but
402. 13:31we can set up a review filter page so
403. 13:33instead of taking them directly to leave
404. 13:35a Google review we can take them to a
405. 13:37page says how is your experience with
406. 13:38that logo the business name Etc and it's
407. 13:41going to say green smiley face yellow
408. 13:43straight face or red frowny face right
409. 13:45green smiley face they click on that
410. 13:47take them directly to Google yellow
411. 13:49straight face or red frowny face can
412. 13:50take them to an internal page to leave
413. 13:52internal feedback and so the very bottom
414. 13:54of that form it says like leave a public
415. 13:56review if they if you still want to just
416. 13:58to make it more compliant and so that
417. 14:00filters out 99% of the bad feedback if
418. 14:02you want to set that up we can if not
419. 14:04the other thing is that if you have a
420. 14:05bad experience if you know that a client
421. 14:07had a bad experience you can just come
422. 14:09in here and delete their contact or turn
423. 14:11their contact on do not disturb so they
424. 14:13don't get a review request yeah I was I
425. 14:15was going to say what's the what's the
426. 14:16time lapse between between the
427. 14:18integration with house call and the
428. 14:20contact being launched into a campaign
429. 14:22like is it is it immediate or is there a
430. 14:24delay so we could come in here and
431. 14:26delete the person if if need be Yeah by
432. 14:28default there's a about a 2our delay
433. 14:30that's just give him time to to see
434. 14:33that yeah so two hours are you importing
435. 14:36the Do Not Disturb tag from house call
436. 14:39as well we're we're not but actually I
437. 14:42can set let me see really quickly I can
438. 14:44because I can't remember if saier will
439. 14:45give you that field or not but there is
440. 14:47a switch in house call that you can turn
441. 14:49on that puts them on d That's histor
442. 14:52I've used to prevent them from getting
443. 14:54review requests and all that other stuff
444. 14:57segment yeah so it actually it's pulling
445. 14:59over customer tags so if you add the tag
446. 15:02let me see if you add the tag D and D I
447. 15:05should be able to pull that let me see
448. 15:07because I can show you what it looks
449. 15:08like here yeah I can definitely do a tag
450. 15:11that would work as well but you also
451. 15:13have the ability to in their
452. 15:16profile I think you see it here this
453. 15:19send notifications check right here yeah
454. 15:21turn it off and you can turn it off and
455. 15:24that will that's essentially dndd now I
456. 15:27don't know what this looks anymore
457. 15:29because this is all new this
458. 15:31communication preferences and consent
459. 15:33yeah I don't know if that yeah would you
460. 15:35would you mind creating like a dummy
461. 15:37project real quick with your contact and
462. 15:39adding the D and D tag so I can format
463. 15:41the data with the way it comes through
464. 15:43yep let's do this so we're going to do a
465. 15:47new job and we'll tag this with DND I'll
466. 15:51tag it with DND and then I'll also I'll
467. 15:54make this customer have notifications
468. 15:55off so you can see what it says I'd
469. 15:57already have that
470. 15:59go and then we'll go ahead and finish
471. 16:01this job and then that should give you a
472. 16:04notification I think comes through tags
473. 16:08tag D and D yeah let's see retest this
474. 16:12yeah perfect so I'll just show my screen
475. 16:14real quick so you can see your completed
476. 16:16job came through and when you see the
477. 16:18data it brings over the customer tags d
478. 16:20and d and so the filter just be C tags
479. 16:24it also had that notifications enabled
480. 16:26there as well yeah yeah I saw another
481. 16:28way yeah I filter that out too right
482. 16:31below yeah customer notice yeah all
483. 16:34right yeah I can do both so we can do
484. 16:36kind of we can do or custom notification
485. 16:40where it go yeah said fall sweet so we
486. 16:43can retest yeah so this is so as long as
487. 16:45that the customer notifications does not
488. 16:47contain faults and the tags do not
489. 16:49contain D and D it won't go through so
490. 16:51perfect sweet all right good stuff yeah
491. 16:54so yeah you just so now you don't you
492. 16:55don't have to worry about logging really
493. 16:57at all as long as you just marketting
494. 16:58Market as no notifications or D and D
495. 17:01tag whatever in there then you're good
496. 17:03to go cool sounds good great awesome man
497. 17:06well yeah if you'all have any questions
498. 17:08at all please let me know just clay
499. 17:10reviews.com or support reviews.com we'll
500. 17:13get back to you pretty much pretty
501. 17:15quickly and yeah we'll go ahead and
502. 17:16launch your account and hopefully see
503. 17:18some reviews coming in you know maybe
504. 17:20tomorrow or Wednesday awesome cool
505. 17:22sounds good appreciate it awesome you
506. 17:24have a great rest of y's day nice to
507. 17:25meet you man enjoy the snow yeah yeah
508. 17:29hopefully if you like that video and you
509. 17:30made it this far you probably want to
510. 17:31learn how you can do something like this
511. 17:33yourself so if you sign up with my link
512. 17:34Down Below in the description you'll get
513. 17:36access to so much more content just like
514. 17:38this you'll get access to my website
515. 17:39template my step-by-step trainings you
516. 17:41you can see how you can get up to three
517. 17:42coaching calls with me per week all that
518. 17:45is discussed in the school school
519. 17:46Community with over 450 active members
520. 17:49doing the same thing working together
521. 17:50learning from one another and if you're
522. 17:52already on the 497 plan of high level
523. 17:54you can just sign up directly to the
524. 17:55school Community with the link below or
525. 17:57if you're on the 297 plan and you want
526. 17:59access you can upgrade to the 497 plan
527. 18:01and get access to everything for free I
528. 18:03hope you enjoy this video if you want to
529. 18:04watch me close a live sales call click
530. 18:06this next video here I think you'll like
531. 18:07it